public sealed class IssueService : IIssueService{ private readonly AppDbContext _db; private readonly ILogger _log; public async Task<Result<Issue>> Create( CreateIssue cmd, CancellationToken ct) { var project = await _db.Projects .FindAsync([cmd.ProjectId], ct); if (project is null) return Result.NotFound("project"); var issue = new Issue { Title = cmd.Title.Trim(), Status = Status.Backlog, CreatedAt = DateTimeOffset.UtcNow, }; project.Issues.Add(issue); await _db.SaveChangesAsync(ct); _log.LogInformation("issue {Id}", issue.Id); return Result.Ok(issue); }} app.MapGet("/issues/{id}", async ( Guid id, IIssueService svc) => await svc.GetAsync(id) is { } i ? Results.Ok(i) : Results.NotFound()); builder.Services .AddScoped<IIssueService, IssueService>() .AddDbContext<AppDbContext>(o => o.UseNpgsql(cfg.Conn("Default"))); public sealed class IssueService : IIssueService{ private readonly AppDbContext _db; private readonly ILogger _log; public async Task<Result<Issue>> Create( CreateIssue cmd, CancellationToken ct) { var project = await _db.Projects .FindAsync([cmd.ProjectId], ct); if (project is null) return Result.NotFound("project"); var issue = new Issue { Title = cmd.Title.Trim(), Status = Status.Backlog, CreatedAt = DateTimeOffset.UtcNow, }; project.Issues.Add(issue); await _db.SaveChangesAsync(ct); _log.LogInformation("issue {Id}", issue.Id); return Result.Ok(issue); }} app.MapGet("/issues/{id}", async ( Guid id, IIssueService svc) => await svc.GetAsync(id) is { } i ? Results.Ok(i) : Results.NotFound()); builder.Services .AddScoped<IIssueService, IssueService>() .AddDbContext<AppDbContext>(o => o.UseNpgsql(cfg.Conn("Default"))); public sealed class IssueService : IIssueService{ private readonly AppDbContext _db; private readonly ILogger _log; public async Task<Result<Issue>> Create( CreateIssue cmd, CancellationToken ct) { var project = await _db.Projects .FindAsync([cmd.ProjectId], ct); if (project is null) return Result.NotFound("project"); var issue = new Issue { Title = cmd.Title.Trim(), Status = Status.Backlog, CreatedAt = DateTimeOffset.UtcNow, }; project.Issues.Add(issue); await _db.SaveChangesAsync(ct); _log.LogInformation("issue {Id}", issue.Id); return Result.Ok(issue); }} app.MapGet("/issues/{id}", async ( Guid id, IIssueService svc) => await svc.GetAsync(id) is { } i ? Results.Ok(i) : Results.NotFound()); builder.Services .AddScoped<IIssueService, IssueService>() .AddDbContext<AppDbContext>(o => o.UseNpgsql(cfg.Conn("Default"))); public sealed class IssueService : IIssueService{ private readonly AppDbContext _db; private readonly ILogger _log; public async Task<Result<Issue>> Create( CreateIssue cmd, CancellationToken ct) { var project = await _db.Projects .FindAsync([cmd.ProjectId], ct); if (project is null) return Result.NotFound("project"); var issue = new Issue { Title = cmd.Title.Trim(), Status = Status.Backlog, CreatedAt = DateTimeOffset.UtcNow, }; project.Issues.Add(issue); await _db.SaveChangesAsync(ct); _log.LogInformation("issue {Id}", issue.Id); return Result.Ok(issue); }} app.MapGet("/issues/{id}", async ( Guid id, IIssueService svc) => await svc.GetAsync(id) is { } i ? Results.Ok(i) : Results.NotFound()); builder.Services .AddScoped<IIssueService, IssueService>() .AddDbContext<AppDbContext>(o => o.UseNpgsql(cfg.Conn("Default"))); public sealed class IssueService : IIssueService{ private readonly AppDbContext _db; private readonly ILogger _log; public async Task<Result<Issue>> Create( CreateIssue cmd, CancellationToken ct) { var project = await _db.Projects .FindAsync([cmd.ProjectId], ct); if (project is null) return Result.NotFound("project"); var issue = new Issue { Title = cmd.Title.Trim(), Status = Status.Backlog, CreatedAt = DateTimeOffset.UtcNow, }; project.Issues.Add(issue); await _db.SaveChangesAsync(ct); _log.LogInformation("issue {Id}", issue.Id); return Result.Ok(issue); }} app.MapGet("/issues/{id}", async ( Guid id, IIssueService svc) => await svc.GetAsync(id) is { } i ? Results.Ok(i) : Results.NotFound()); builder.Services .AddScoped<IIssueService, IssueService>() .AddDbContext<AppDbContext>(o => o.UseNpgsql(cfg.Conn("Default"))); public sealed class IssueService : IIssueService{ private readonly AppDbContext _db; private readonly ILogger _log; public async Task<Result<Issue>> Create( CreateIssue cmd, CancellationToken ct) { var project = await _db.Projects .FindAsync([cmd.ProjectId], ct); if (project is null) return Result.NotFound("project"); var issue = new Issue { Title = cmd.Title.Trim(), Status = Status.Backlog, CreatedAt = DateTimeOffset.UtcNow, }; project.Issues.Add(issue); await _db.SaveChangesAsync(ct); _log.LogInformation("issue {Id}", issue.Id); return Result.Ok(issue); }} app.MapGet("/issues/{id}", async ( Guid id, IIssueService svc) => await svc.GetAsync(id) is { } i ? Results.Ok(i) : Results.NotFound()); builder.Services .AddScoped<IIssueService, IssueService>() .AddDbContext<AppDbContext>(o => o.UseNpgsql(cfg.Conn("Default"))); public sealed class IssueService : IIssueService{ private readonly AppDbContext _db; private readonly ILogger _log; public async Task<Result<Issue>> Create( CreateIssue cmd, CancellationToken ct) { var project = await _db.Projects .FindAsync([cmd.ProjectId], ct); if (project is null) return Result.NotFound("project"); var issue = new Issue { Title = cmd.Title.Trim(), Status = Status.Backlog, CreatedAt = DateTimeOffset.UtcNow, }; project.Issues.Add(issue); await _db.SaveChangesAsync(ct); _log.LogInformation("issue {Id}", issue.Id); return Result.Ok(issue); }} app.MapGet("/issues/{id}", async ( Guid id, IIssueService svc) => await svc.GetAsync(id) is { } i ? Results.Ok(i) : Results.NotFound()); builder.Services .AddScoped<IIssueService, IssueService>() .AddDbContext<AppDbContext>(o => o.UseNpgsql(cfg.Conn("Default"))); public sealed class IssueService : IIssueService{ private readonly AppDbContext _db; private readonly ILogger _log; public async Task<Result<Issue>> Create( CreateIssue cmd, CancellationToken ct) { var project = await _db.Projects .FindAsync([cmd.ProjectId], ct); if (project is null) return Result.NotFound("project"); var issue = new Issue { Title = cmd.Title.Trim(), Status = Status.Backlog, CreatedAt = DateTimeOffset.UtcNow, }; project.Issues.Add(issue); await _db.SaveChangesAsync(ct); _log.LogInformation("issue {Id}", issue.Id); return Result.Ok(issue); }} app.MapGet("/issues/{id}", async ( Guid id, IIssueService svc) => await svc.GetAsync(id) is { } i ? Results.Ok(i) : Results.NotFound()); builder.Services .AddScoped<IIssueService, IssueService>() .AddDbContext<AppDbContext>(o => o.UseNpgsql(cfg.Conn("Default"))); public sealed class IssueService : IIssueService{ private readonly AppDbContext _db; private readonly ILogger _log; public async Task<Result<Issue>> Create( CreateIssue cmd, CancellationToken ct) { var project = await _db.Projects .FindAsync([cmd.ProjectId], ct); if (project is null) return Result.NotFound("project"); var issue = new Issue { Title = cmd.Title.Trim(), Status = Status.Backlog, CreatedAt = DateTimeOffset.UtcNow, }; project.Issues.Add(issue); await _db.SaveChangesAsync(ct); _log.LogInformation("issue {Id}", issue.Id); return Result.Ok(issue); }} app.MapGet("/issues/{id}", async ( Guid id, IIssueService svc) => await svc.GetAsync(id) is { } i ? Results.Ok(i) : Results.NotFound()); builder.Services .AddScoped<IIssueService, IssueService>() .AddDbContext<AppDbContext>(o => o.UseNpgsql(cfg.Conn("Default"))); public sealed class IssueService : IIssueService{ private readonly AppDbContext _db; private readonly ILogger _log; public async Task<Result<Issue>> Create( CreateIssue cmd, CancellationToken ct) { var project = await _db.Projects .FindAsync([cmd.ProjectId], ct); if (project is null) return Result.NotFound("project"); var issue = new Issue { Title = cmd.Title.Trim(), Status = Status.Backlog, CreatedAt = DateTimeOffset.UtcNow, }; project.Issues.Add(issue); await _db.SaveChangesAsync(ct); _log.LogInformation("issue {Id}", issue.Id); return Result.Ok(issue); }} app.MapGet("/issues/{id}", async ( Guid id, IIssueService svc) => await svc.GetAsync(id) is { } i ? Results.Ok(i) : Results.NotFound()); builder.Services .AddScoped<IIssueService, IssueService>() .AddDbContext<AppDbContext>(o => o.UseNpgsql(cfg.Conn("Default"))); public sealed class IssueService : IIssueService{ private readonly AppDbContext _db; private readonly ILogger _log; public async Task<Result<Issue>> Create( CreateIssue cmd, CancellationToken ct) { var project = await _db.Projects .FindAsync([cmd.ProjectId], ct); if (project is null) return Result.NotFound("project"); var issue = new Issue { Title = cmd.Title.Trim(), Status = Status.Backlog, CreatedAt = DateTimeOffset.UtcNow, }; project.Issues.Add(issue); await _db.SaveChangesAsync(ct); _log.LogInformation("issue {Id}", issue.Id); return Result.Ok(issue); }} app.MapGet("/issues/{id}", async ( Guid id, IIssueService svc) => await svc.GetAsync(id) is { } i ? Results.Ok(i) : Results.NotFound()); builder.Services .AddScoped<IIssueService, IssueService>() .AddDbContext<AppDbContext>(o => o.UseNpgsql(cfg.Conn("Default"))); public sealed class IssueService : IIssueService{ private readonly AppDbContext _db; private readonly ILogger _log; public async Task<Result<Issue>> Create( CreateIssue cmd, CancellationToken ct) { var project = await _db.Projects .FindAsync([cmd.ProjectId], ct); if (project is null) return Result.NotFound("project"); var issue = new Issue { Title = cmd.Title.Trim(), Status = Status.Backlog, CreatedAt = DateTimeOffset.UtcNow, }; project.Issues.Add(issue); await _db.SaveChangesAsync(ct); _log.LogInformation("issue {Id}", issue.Id); return Result.Ok(issue); }} app.MapGet("/issues/{id}", async ( Guid id, IIssueService svc) => await svc.GetAsync(id) is { } i ? Results.Ok(i) : Results.NotFound()); builder.Services .AddScoped<IIssueService, IssueService>() .AddDbContext<AppDbContext>(o => o.UseNpgsql(cfg.Conn("Default"))); public sealed class IssueService : IIssueService{ private readonly AppDbContext _db; private readonly ILogger _log; public async Task<Result<Issue>> Create( CreateIssue cmd, CancellationToken ct) { var project = await _db.Projects .FindAsync([cmd.ProjectId], ct); if (project is null) return Result.NotFound("project"); var issue = new Issue { Title = cmd.Title.Trim(), Status = Status.Backlog, CreatedAt = DateTimeOffset.UtcNow, }; project.Issues.Add(issue); await _db.SaveChangesAsync(ct); _log.LogInformation("issue {Id}", issue.Id); return Result.Ok(issue); }} app.MapGet("/issues/{id}", async ( Guid id, IIssueService svc) => await svc.GetAsync(id) is { } i ? Results.Ok(i) : Results.NotFound()); builder.Services .AddScoped<IIssueService, IssueService>() .AddDbContext<AppDbContext>(o => o.UseNpgsql(cfg.Conn("Default"))); public sealed class IssueService : IIssueService{ private readonly AppDbContext _db; private readonly ILogger _log; public async Task<Result<Issue>> Create( CreateIssue cmd, CancellationToken ct) { var project = await _db.Projects .FindAsync([cmd.ProjectId], ct); if (project is null) return Result.NotFound("project"); var issue = new Issue { Title = cmd.Title.Trim(), Status = Status.Backlog, CreatedAt = DateTimeOffset.UtcNow, }; project.Issues.Add(issue); await _db.SaveChangesAsync(ct); _log.LogInformation("issue {Id}", issue.Id); return Result.Ok(issue); }} app.MapGet("/issues/{id}", async ( Guid id, IIssueService svc) => await svc.GetAsync(id) is { } i ? Results.Ok(i) : Results.NotFound()); builder.Services .AddScoped<IIssueService, IssueService>() .AddDbContext<AppDbContext>(o => o.UseNpgsql(cfg.Conn("Default"))); public sealed class IssueService : IIssueService{ private readonly AppDbContext _db; private readonly ILogger _log; public async Task<Result<Issue>> Create( CreateIssue cmd, CancellationToken ct) { var project = await _db.Projects .FindAsync([cmd.ProjectId], ct); if (project is null) return Result.NotFound("project"); var issue = new Issue { Title = cmd.Title.Trim(), Status = Status.Backlog, CreatedAt = DateTimeOffset.UtcNow, }; project.Issues.Add(issue); await _db.SaveChangesAsync(ct); _log.LogInformation("issue {Id}", issue.Id); return Result.Ok(issue); }} app.MapGet("/issues/{id}", async ( Guid id, IIssueService svc) => await svc.GetAsync(id) is { } i ? Results.Ok(i) : Results.NotFound()); builder.Services .AddScoped<IIssueService, IssueService>() .AddDbContext<AppDbContext>(o => o.UseNpgsql(cfg.Conn("Default"))); public sealed class IssueService : IIssueService{ private readonly AppDbContext _db; private readonly ILogger _log; public async Task<Result<Issue>> Create( CreateIssue cmd, CancellationToken ct) { var project = await _db.Projects .FindAsync([cmd.ProjectId], ct); if (project is null) return Result.NotFound("project"); var issue = new Issue { Title = cmd.Title.Trim(), Status = Status.Backlog, CreatedAt = DateTimeOffset.UtcNow, }; project.Issues.Add(issue); await _db.SaveChangesAsync(ct); _log.LogInformation("issue {Id}", issue.Id); return Result.Ok(issue); }} app.MapGet("/issues/{id}", async ( Guid id, IIssueService svc) => await svc.GetAsync(id) is { } i ? Results.Ok(i) : Results.NotFound()); builder.Services .AddScoped<IIssueService, IssueService>() .AddDbContext<AppDbContext>(o => o.UseNpgsql(cfg.Conn("Default"))); public sealed class IssueService : IIssueService{ private readonly AppDbContext _db; private readonly ILogger _log; public async Task<Result<Issue>> Create( CreateIssue cmd, CancellationToken ct) { var project = await _db.Projects .FindAsync([cmd.ProjectId], ct); if (project is null) return Result.NotFound("project"); var issue = new Issue { Title = cmd.Title.Trim(), Status = Status.Backlog, CreatedAt = DateTimeOffset.UtcNow, }; project.Issues.Add(issue); await _db.SaveChangesAsync(ct); _log.LogInformation("issue {Id}", issue.Id); return Result.Ok(issue); }} app.MapGet("/issues/{id}", async ( Guid id, IIssueService svc) => await svc.GetAsync(id) is { } i ? Results.Ok(i) : Results.NotFound()); builder.Services .AddScoped<IIssueService, IssueService>()

Enterprise CRM · Berks Insulation (ECO4)

Berks Insulation CRM Platform

A custom ECO4 CRM unifying lead tracking, job management, surveys, compliance, and billing in one auditable system.

// outcome

Lead-to-approval rate up 67%

The challenge

Berks Insulation was losing leads to poor tracking, missed follow-ups, and a fragmented customer journey. An outdated CRM caused data-sync failures, delayed communications, and chaotic daily operations, putting brand trust at risk.

What I built

I rebuilt the ECO4 CRM from the ground up across six phases: discovery and audit, strategy blueprint, system integration, custom module development, staff onboarding, and ongoing monitoring. The platform connected website forms, lead vendors, and appointment tools with real-time sync, and added grant-eligibility validators, automated document tagging, location-based appointment clustering, multi-stage compliance verification, and role-based dashboards.

The result

A single, auditable system with automated job tracking and real-time document management. Lead-to-approval rate rose 67%, customer response time dropped 48%, and follow-up efficiency improved 72%.

"Working with Berks Technologies was a turning point for us. Their CRM expertise uncovered gaps we didn't even know existed. We now operate faster, cleaner, and with far greater confidence."

Mohammad Umer Ali, CEO, Berks Insulation

£ cat stack.json

ASP.NET Core
C#
Entity Framework Core
SQL Server
Clean Architecture
RBAC

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